BPT 4.62% $1.25 beach energy limited

statoil takeover - early next year?, page-9

  1. 20,478 Posts.
    lightbulb Created with Sketch. 2023
    Wacky
    I thought the some thing a lot of the Asian buyer negativity may simply be desperation of what is coming. Specially for Japan and their increasing reliance on Gas.
    Re custodial holdings - I am not sure BPTs register being that it is dominated by custodial holders is that different to many others.
    Gassed, after reading the fin review article in the morning , I read a similar article with a more positive slant on the age. Whatever it is there is at least 10 times the discussion on LNg in the last 2 weeks than there has been. This may be a extension of the resource bust focus with the media trying to beat up every major resource are with LNG being one of the largest areas left that has massive investment dollars flowing into it.
    Gassed , I agree Halifax is important I the shale campaign, for ICN as it secure the reserve certificate needed for the GSA and for BPT as it arguable doubles there shake resource. Also important for BPT as the 2.2 TCf gas reserve can not be delivered with ICNs 40% ownership , so I think BPT is not linked into this which helps both BPT and ICN


 
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